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  1. Companies/
  2. Epic Strategies, LLC

Filings through Oct 24, 2026.

Epic Strategies, LLC

EIN 52-2121495-information technology and services-Latest filing 2025
Plans
1
Retirement
1
$2.1M assets
Health & Benefits
0
Participants
3
124 THORNBERRY RD - OAKLAND, MD 215507025443-994-1066epic-strategies.comLinkedIn1-10 employeesinformation technology and services
Plans on this EIN
1 filing
#001Money purchase-$2.1M - 3 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

FIDELITY KEOGH MONEY PURCHASE PLAN

Money purchase

Assets$2.1M
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001FIDELITY KEOGH MONEY PURCHASE PLANMoney purchase$2.1M32025
  • FIDELITY KEOGH MONEY PURCHASE PLAN$2.1M
    #001 · Money purchase · 20253
Retirement plans
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